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| Provider | Service type | Compensation |
|---|---|---|
GLASSMAN WEALTH SERVICES LLC7 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $28,791 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $640,224 | $95,438+570.8% | $135,998+370.8% | $74,478+759.6% |
| Participation rate | 45.1% | 78.2%-33.1pp | 81.9%-36.8pp | 70.7%-25.6pp |
| Annual return | 16.87% | 32.61%-15.7pp | 68.37%-51.5pp | 34.37%-17.5pp |
| Employer contribution / active EE | $9,700 | $3,878+150.1% | $4,860+99.6% | $2,637+267.9% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $129 | $259-50.3% | $10,769-98.8% | $347-62.9% |